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Next step is to create a transaction body field, where the attachment (or actually the link to it) will be stored.

Here we follow standard steps how to create the custom field and we decide to which transactions we want this to be applied (Journal, Custom Payment, Vendor Payment …).

• Navigate to Customisation > Lists, Records, & Fields > Transaction Body fields > New.

• Create a field with following setup - you may choose again the label, and the transaction type on which you will be storing the attachments from the bank statement.

• Good practice is to also use

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• good naming convention both for the label & ID.

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Step 3: Set the additional field logic

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